From proposal to signed telco order, with the deposit paid
Every signer signs on any device, the once-off charges are paid on the same page, and the signed order can start provisioning.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud turns a telco proposal into a signed order: each signer signs their own signature block with a legally binding, eIDAS-compliant eSignature, optionally after a one-time passcode, and the client can pay a deposit or the once-off charges through Stripe or PayPal. Every completed document carries a certificate and audit trail.
Last reviewed by the QuoteCloud team
Three pages of a sample multi-site proposal from a fictional provider, Tallwire Communications, taking turns at the front: the price table where the client chose a 36-month term and 4G failover, the signature block signed by Priya Nair of Saltmarsh Freight Co. with a 50% deposit on the once-off charges paid through Stripe, and the activity feed ending with the order sent to provisioning.
A deposit, or the full once-off, on signing
Two sample telco orders, two payment set-ups. Switch between them to see what the client signs and pays.
Accept, sign and pay
Priya Nair · Operations manager, Saltmarsh Freight Co.
Signed online · 16 Oct, 4:18 pm
Deposit on signing (50% of once-off)
$7,475
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Proposal openedPriya Nair · Saltmarsh Freight
- 36 months + 4G failover+$135.00/mo
- Signed onlineCertificate of authenticity attached
- Deposit paidvia Stripe
- Order sent to provisioningZapier or the API, from Essentials
Half the once-off charges, paid as they sign
Three sites, 36 months. The deposit is set as 50% of the once-off hardware and installation, so it follows the term and options the client chose. Paid through Stripe, the proposal is marked Paid.
- Deposit as a percentage or a fixed amount
- The amount fills in from the price table
- Signed and Paid statuses in the document history
Payments: Essentials and up
Multi-site connectivity proposalsAccept, sign and pay
Daniel Cho · Operations director, Copperline Builders
Signed online · 22 Oct, 9:40 am
Handsets & set-up, paid on signing
$10,080
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Proposal openedDaniel Cho · Copperline Builders
- Rugged handsets: 6 → 8Quantity changed by the client
- Signed onlineCertificate of authenticity attached
- Handsets paidvia PayPal
Handsets and set-up paid in full
32 users on a 24-month plan. Here the payment on signing is the whole once-off charge for handsets and fleet set-up, paid through PayPal, so the hardware is covered before it is ordered.
- Full payment or a deposit, set per document
- Stripe for cards, or PayPal
- Each team can connect its own Stripe account
Payments: Essentials and up
Mobile fleet & plan proposalsA signed order that stands up
The same eSignatures on every plan, from Free to Enterprise.
Legally binding, eIDAS compliant
Legally binding eSignatures that comply with eIDAS, so the signed proposal is the customer's order.
256-bit encryption on AWS
Documents are protected with 256-bit encryption and hosted on Amazon Web Services.
Certificate and audit trail
Every completed document carries a certificate of authenticity, an audit trail and a unique document ID.
Optional passcode
Turn on recipient verification and the signer receives a one-time passcode to enter before they sign.
Every signer, their own block
Assign each signer their own signature blocks, in as many places as the order needs, and mark signatures required or optional.
No account, any device
Signers draw, type or upload a signature on a phone, tablet or desktop, with no QuoteCloud account needed.
Operations signs. Finance signs. Then it's an order.
Business telco orders often need two people: the operations manager who chose the services and the finance manager who commits to the term. Add a signature block for each, assigned to each signer, and add anyone who only needs a copy as CC.
Switch on the optional one-time passcode when you need to confirm the right person is signing. Until the payment on signing is made, the document shows the amount still due.
- Primary, To and CC recipients
- Signature blocks assigned per signer, required or optional
- Optional one-time passcode before signing
- Sign in person on a tablet, or send by email
eSignatures: every plan
Signature requests in QuoteCloudAccept, sign and pay
1 of 2 signed
- Priya NairOperations manager, Saltmarsh Freight Co. Signed16 Oct, 4:18 pm
- Owen PryceFinance manager, Saltmarsh Freight Co. Awaiting signature
Deposit on signing (50% of once-off)
$7,475
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Sample proposal · Saltmarsh Freight Co.
The deposit arrives with the signature
Half of the $14,950 once-off charges for three sites, paid through Stripe the moment the order was signed. No separate invoice to chase before the hardware is ordered.
Signed securely, by a company building since 2013
- 5/5on G2
- 4.2on Capterra
- 2013Building QuoteCloud since
From signed proposal to provisioning
Set it up once; after that, every signed order moves on without retyping.
Connect Stripe or PayPal
In your team's Payment Settings, connect Stripe, or connect PayPal. Each team can connect its own Stripe account.
Place a block for each signer
Add signature blocks for every signer and switch on passcode verification if you need it.
Set the payment on signing
In the document's payment settings, choose a percentage or a fixed amount of the once-off charges.
Send and watch it close
The client picks the term and options, signs and pays. The document moves to Signed and Paid, and the dashboard's Paid filter finds it.
Hand the order on
With Zapier, Make or the QuoteCloud API, a signed proposal can open a provisioning task or a billing record.
Signed orders into provisioning and billing
Zapier, Make and the QuoteCloud API are on Essentials; native CRM and accounting integrations, such as Salesforce, HubSpot, Xero and QuickBooks, are on Business.
Get your next telco order signed and paid
eSignatures on every plan. Try payments free for 14 days on Essentials or Business, no credit card.
Signing and payment questions
Are QuoteCloud eSignatures legally binding for telco orders?
Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, protected with 256-bit encryption and hosted on AWS. Every completed document includes a certificate of authenticity and an audit trail. eSignatures are included on every plan, from Free to Enterprise. Signers need no QuoteCloud account.
Can more than one person sign the same proposal?
Yes. Add signature blocks for each signer and assign them, so an operations manager and a finance manager each sign their own blocks, in as many places as the document needs. Signatures can be required or optional, and other people can receive a copy as CC recipients.
Can we check that the right person is signing?
Yes. Optional recipient verification sends the signer a one-time passcode, which they enter before they can sign. The completed document then carries the certificate of authenticity and audit trail, so you have a record of who signed and when. Turn it on when the order needs it.
Can the client pay the once-off charges when they sign?
Yes, on Essentials and above. Set the payment on signing as a percentage, such as 50% of the hardware and installation, or as a fixed amount. The client pays through Stripe or PayPal on the same page and the document is marked Paid. A connected payment gateway is required.
Does QuoteCloud collect the monthly charges too?
No. QuoteCloud takes the upfront payment on signing; it does not bill monthly charges, run instalments or send payment reminders. Monthly services are billed from your own billing system, which a signed proposal can feed through Zapier, Make or the QuoteCloud API.
How does a signed order reach provisioning or billing?
Zapier, Make and the QuoteCloud API are included from Essentials, so a signed or paid proposal can create a provisioning task, update a deal or start a billing record. Native CRM and accounting integrations, including Salesforce, HubSpot, Xero and QuickBooks, are on the Business plan.
Before and after the signature
What goes into an order worth signing, and where it goes next.
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Multi-site connectivity proposalsFibre, SD-WAN, voice and Wi-Fi priced site by site, with monthly and once-off totals on one page.Explore
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CRM, provisioning & billing integrationsOpportunities in from Salesforce or HubSpot; signed orders out to provisioning and billing through Zapier, Make or the API.Explore
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Renewals & re-contractingExpiry dates on every agreement, an Expiring Soon view and new-term offers sent before contracts end.Explore
- Mobile fleet & plan proposalsPlan comparisons, handsets and quantities the client can adjust, priced per user per month.
- Managed services & UCaaS agreementsRepeating charges on 24 or 36-month terms, support levels, agreement terms and an expiry date.
- Price book, catalogue & marginsPlans, hardware and services with SKUs and recurring billing terms, and costs and margins your client never sees.
- Discount approvals & deal controlApproval rules on discount and deal value, team roles and locked company content and terms.
- Telco templatesReal QuoteCloud templates for mobile plans, broadband, bundles, network installs and IT services.
- QuoteCloud implementation for telco sales teamsPrice book import, template conversion, CRM set-up, roles, approvals and training for your sales team.
- FAQAnswers to the questions telco and MSP sales teams ask most.
Signed orders, not chased paperwork
Free for 14 days. No credit card required.